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Disclosery

Upper Left Wealth Management, LLC: FEZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Upper Left Wealth Management, LLC on FEZ, newest first. How the timeline and the estimate are built.

Upper Left Wealth Management, LLC held 49,665 FEZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,665 shares
    Change vs previous 13F +1,369 shares

    1.89% of the 13F portfolio, value $3,410,993.

    13F-HR 0002085853-26-000723 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,296 shares
    Change vs previous 13F +41 shares

    1.77% of the 13F portfolio, value $2,998,216.

    13F-HR 0002085853-26-000397 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,255 shares
    Change vs previous 13F +1,593 shares

    1.89% of the 13F portfolio, value $3,107,140.

    13F-HR 0002085853-26-000065 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,662 shares
    Change vs previous 13F -36 shares

    1.82% of the 13F portfolio, value $2,898,644.

    13F-HR 0002085853-25-000128 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,698 shares
    Change vs previous 13F -378 shares

    1.86% of the 13F portfolio, value $2,789,272.

    13F-HR 0001667731-25-000740 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,076 shares
    Change vs previous 13F +101 shares

    1.84% of the 13F portfolio, value $2,561,406.

    13F-HR 0001667731-25-000422 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,975 shares
    Change vs previous 13F +2,112 shares

    1.93% of the 13F portfolio, value $2,261,847.

    13F-HR 0001667731-25-000107 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,863 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $2,356,654.

    13F-HR 0001911228-24-000004 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).